Topics to discuss: -Which is better between Regular vs Direct Plans & why? -When an investor comes to you especially if the yare investing for the first time or already…
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Topics to discuss: -What are the healthy habits that investors should adopt for 2026 ? -Was the mindset of investors changing with regards to investments given the volatility in large,…
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We discuss: -Why âfinancial freedomâ is more relevant than âretirement planningâ? -How inflation impacts your future cost of living? -Why âč1 lakh per month today wonât be enough after 20â25…
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Topics to discuss -With the declining returns in direct equity in 1 yr, should investors add Gold in the portfolio? -Should Gold as an asset class be given more weightage…
Continue readingYour portfolio should not be rejigged unless your goals are due in the next two-three years. Read on… Click here to view the article.
Continue readingShopping during festivals can be a deep psychological experience, besides addressing your functional needs. Whether youâre a habitual spender or a needs-based shopper, you are sure to buy something even…
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Financial planning is required at every stage in life in order to live well and realise your goals. This exercise takes new dimensions when there’s a life partner in the…
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The Union Budget 2017 creates a wonderful opportunity for first time home buyers but puts a dent in real estate portfolio if someone owns multiple properties. How? Hear it from…
Continue readingâHow an IT couple realized their dream of a larger homeâ
Keshav Prasad and Mohini Latha used their own funds, and a home loan which was also tax-efficient.
âTheir money was underutilised, and then they met a financial plannerâ
Rajat Jain and Smriti Handa knew that their investments in real estate and fixed deposits were not ideal, but didnât have the time or expertise to look at other products.
